MA

MUFG Americas Portfolio holdings

AUM $4.04B
1-Year Est. Return 12.47%
This Quarter Est. Return
1 Year Est. Return
-12.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.97B
AUM Growth
-$63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,234
New
Increased
Reduced
Closed

Top Buys

1 +$2.72M
2 +$1.93M
3 +$1.8M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.73M
5
HCA icon
HCA Healthcare
HCA
+$1.67M

Top Sells

1 +$16M
2 +$3.75M
3 +$3.33M
4
XOM icon
Exxon Mobil
XOM
+$3.04M
5
WFC icon
Wells Fargo
WFC
+$3.04M

Sector Composition

1 Consumer Staples 10.81%
2 Healthcare 10.73%
3 Technology 10.54%
4 Industrials 9.02%
5 Financials 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
826
$19K ﹤0.01%
375
827
$19K ﹤0.01%
600
-2,440
828
$19K ﹤0.01%
500
829
$19K ﹤0.01%
1,289
830
$19K ﹤0.01%
1,399
831
$18K ﹤0.01%
300
832
$18K ﹤0.01%
+545
833
$18K ﹤0.01%
+201
834
$18K ﹤0.01%
200
835
$17K ﹤0.01%
1,400
836
$17K ﹤0.01%
1,000
837
$17K ﹤0.01%
+342
838
$17K ﹤0.01%
1,033
839
$17K ﹤0.01%
+948
840
$17K ﹤0.01%
500
-95
841
$17K ﹤0.01%
1,218
-222
842
$17K ﹤0.01%
1,832
843
$16K ﹤0.01%
74
-215
844
$16K ﹤0.01%
1,082
845
$16K ﹤0.01%
998
+5
846
$16K ﹤0.01%
150
847
$16K ﹤0.01%
176
-216
848
$16K ﹤0.01%
921
849
$16K ﹤0.01%
1,745
850
$16K ﹤0.01%
500